Angeles Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Angeles Wealth Management’s Portfolio SRLN Stock Details SRLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,212	Closed	-$92K	–	488
2025 Q3	$92K	Hold	2,212	–	–	0.01%	362
2025 Q2	$92K	Hold	2,212	–	–	0.01%	361
2025 Q1	$91K	Hold	2,212	–	–	0.01%	313
2024 Q4	$92.3K	Buy	2,212 +56	+3%	+$2.34K	0.01%	325
2024 Q3	$90K	Buy	2,156 +59	+3%	+$2.46K	0.01%	290
2024 Q2	$87.7K	Buy	2,097 +203	+11%	+$8.5K	0.01%	252
2024 Q1	$79.8K	Buy	1,894 +110	+6%	+$4.61K	0.01%	247
2023 Q4	$74.8K	Buy	1,784 +141	+9%	+$5.87K	0.01%	220
2023 Q3	$68.9K	Buy	1,643 +68	+4%	+$2.84K	0.01%	192
2023 Q2	$65.9K	Buy	1,575 +166	+12%	+$6.86K	0.01%	200
2023 Q1	$58.4K	Buy	1,409 +53	+4%	+$2.21K	0.01%	190
2022 Q4	$55.5K	Buy	1,356 +166	+14%	+$6.83K	0.01%	191
2022 Q3	$49K	Sell	1,190 -11,894	-91%	-$504K	0.01%	189
2022 Q2	$545K	Sell	13,084 -10,916	-45%	-$474K	0.11%	98
2022 Q1	$1.08M	Buy	+24,000	New	+$1.08M	0.2%	62

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Angeles Wealth Management's SRLN Position: Q4 2025 in Review

Angeles Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2025, closing a stake of 2,212 shares — an estimated $92K sold.

Angeles Wealth Management first reported a position in SRLN in Q1 2022 and held it in 15 quarters. The position peaked at $1.08M in Q1 2022. 525 funds tracked by Wall St. Rank hold SRLN as of Q4 2025.

Angeles Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
Angeles Wealth Management sold 2,212 State Street Blackstone Senior Loan ETF shares in Q4 2025, an estimated $92K.
Angeles Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and held it in 15 quarters.
Angeles Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $1.08M in Q1 2022.
525 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2025.

Based on Angeles Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.